4 / 5 Stars
5 5 2 5 1
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#49 in Foreign Large Blend
U.S. News evaluated 209 Foreign Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 15.14 percent over the past year, 6.66 percent over the past three years, 19.85 percent over the past five years, and 9.47 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.6%|
|3 Years (Annualized)||6.7%|
|5 Years (Annualized)||19.9%|
|10 Years (Annualized)||9.5%|
The investment seeks long-term total return, principally from growth of capital. The fund invests normally in a minimum of ten countries throughout the world, focusing on companies located in Europe, the Pacific Basin and emerging industrialized countries whose economies and political regimes appear stable. It invests primarily (no less than 65% of its total assets) in common and preferred stocks of foreign companies, including those located in emerging market countries. Companies in the fund's portfolio generally have market capitalizations in excess of $1 billion at the time of purchase.
Fees are Average compared to funds in the same category.
Harbor International Fund has an expense ratio of 0.74 percent.
Risk is High compared to funds in the same category according to Morningstar.
The fund's Value Line Overall Rank, a measure of risk-adjusted performance and relative growth in fund returns, is 4 on a scale of 1 to 5, with 1 being the best and 5 the worst.Value Line 2014-03-12
The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 3 for one year, 3 for five years, and 3 for 10 years. Scores are on a 1 to 5 scale, with 1 being the best and 5 the worst.Value Line 2014-03-12
The fund's Value Line Risk Rank, a measure of volatility, is 4 on a scale of 1 to 5, with 1 being the least volatile and 5 the most.Value Line 2014-03-12
We also believe their philosophy of long-term, low-turnover investing gives them an edge over their peers. Their high level of conviction in their approach and their willingness to be contrarian and build portfolios that look different from the benchmark (in terms of country and industry exposures) are additional positives.Litman Gregory 2010-06-30